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Centrepoint Alliance chief executive, Angus Benbow, says he sees the Royal Commission as an opportunity rather than a threat for appropriately structured planning groups....

Financial planning • 4 July 2018

The high cost of acquiring and then maintaining code-monitoring status may finally serve to unite the key financial planning organisations....

Financial planning • 4 July 2018

Sydney-based software company TIQK has rolled out its “best interests duty” analysis for statements of advice....

People & Products • 5 July 2018

Montgomery Investment Management has passed $1.5 billion in FUM and made a number of new hires....

Funds management • 5 July 2018

MLC Life Insurance has appointed chief underwriter of HSBC in Hong Kong, Mick Jones, as the new head of underwriting....

People & Products • 5 July 2018

Saxo Bank warns about the rough waters ahead in Q3 for complacent investors, given the prospects of a trade war....

Funds management • 5 July 2018

Citing Telstra as an example, the research house has warned that investors should not invest purely for income or franking credits at the expense of sound fundamentals....

Financial planning • 5 July 2018

North American equities are still in the top quartile despite geopolitical tensions and talk of trade wars, data from FE Analytics shows. ...

Funds management • 5 July 2018

Royal Commission letters to major superannuation funds have revealed the degree to which fund executives are facing tough questions on their travel and marketing expendit...

Superannuation • 5 July 2018

The Association of Financial Advisers have warned that it is financial advisers and their clients who will ultimately have to carry the cost of the code monitoring arrang...

Financial planning • 5 July 2018

The Financial Planning Association is urging the Financial Adviser Standards and Ethics Authority to adopt an “enhanced” approach to financial planner education pathways ...

Financial planning • 5 July 2018

Aon has appointed Angela San Diego as client director and national practice leader of aged care, driving Aon’s client portfolio across Australia. ...

Financial planning • 5 July 2018

Australia has joined a new international tax enforcement alliance in a bid to tackle offshore tax crimes, said Minister for Revenue and Financial Services, Kelly O’Dwyer....

Policy & Regulation • 5 July 2018

Two Paragem authorised representatives plus one from Financial Wisdom and another Australian Financial Advisory named among those inappropriately using the restricted ter...

Financial planning • 5 July 2018

The uncertainty of trade wars will continue to create volatility for capital markets, according to Natixis Investment Managers....

Funds management • 6 July 2018

Centuria Capital has appointed Anna Kovarik to the role of general counsel and company secretary....

People & Products • 6 July 2018

Bottom-up stock-picking is equally as effective for sustainable funds, and the use of screens is optional, Stewart Investors tells Money Management. ...

Funds management • 6 July 2018

Saxo Capital Markets has announced the launch of its new pricing structure for new clients....

Financial planning • 6 July 2018

The Australian Securities and Investments Commission has permanently banned former National Australia Bank employees, Danny Merheb and Samar Merjan. ...

Policy & Regulation • 6 July 2018

Franklin Templeton has made two senior hires to its Sydney distribution team, appointing Felicity Walsh and Amy Teh into key roles....

People & Products • 6 July 2018
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